Investing
Thirty Minutes Should Not Be Enough. Often It Is.
Some notes on fund selection, written after the Citywire Zurich Forum 2026. By the end of the afternoon, I had
October 23, 2026
Investment Management
Investing
What Is Actually Written in a Discretionary Investment Mandate
A discretionary investment mandate is a power of attorney with limits attached. The clauses that matter, the ranges that decide
September 7, 2026
Investing
Gold Storage in Switzerland: Where the Gold Actually Sits
Bank vault, bonded warehouse or private vault? Allocated versus pooled, the Swiss VAT split between gold and the white metals,
August 11, 2026
Industry Insight
A Useful Resource for Swiss Wealth Management
For many years, I have been working in Swiss wealth management. One thing has always surprised me: despite the size
July 15, 2026
Investing
Clarity in uncertain markets
Markets continue to rise, even as uncertainty dominates the global news cycle. Political tension, regulatory pressure and geopolitical fragmentation shape
January 22, 2026
Investing
Investment Outlook 2026: Trends, Picks, and Key Risks
Disclaimer This Investment Outlook 2026 is produced by ChatGPT using several investment outlooks uploaded by the author from financial institutions
December 14, 2025
Investing
ESG 2026: Independent Wealth Management in Switzerland — Promise, Limits & Asia’s Rise
ESG-independent wealth management in Switzerland is at a crossroads. On the one hand, global disclosure standards such as the ISSB’s
November 22, 2025
Technology & Trends
AI Investment Research Platforms (2025)
Independent wealth managers operate in a world where clients expect global insights, fast reactions, and well-structured investment narratives. Meanwhile, regulations
November 21, 2025
Investing
The Shift in Investment Research
The Role of AI in Modern Investment Research The discussion around AI in investment research is gaining momentum. Some expect
November 18, 2025
Investing
Compound Returns in Wealth Management: Why Time is Your Strongest Asset
What Is Compound Return? Compound return, often referred to as compound interest, is the process by which your investment generates earnings
October 20, 2025
Investing
Understanding Economic Conditions
Introduction Economic conditions shape not only national policies but also personal financial decisions. From inflation to depression, each phase of
April 21, 2025
Investing
How to Invest 10 Million Safely
Wealth Protection & Growth – Smart Investment Strategies For high-net-worth individuals (HNWIs), investing large sums of money isn’t just about
March 30, 2025
about this topic
The “Investment Management” tag discusses the process of managing investments in independent wealth management. It focuses on portfolio construction, asset allocation, and risk management.
Learn about building and managing investment portfolios effectively. Discover strategies for asset allocation and mitigating risks.
For those involved in managing investments, the “Investment Management” tag provides essential insights. Stay informed about best practices in portfolio and investment management.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.